Professional Personalized Services
All our services are developed to meet the unique needs of each client. They are based on a goal- oriented system that are continuously modified to address the ever changing business environment and client preferences.
These services are intended to provide information, support and financial resources for small businesses and non-profit organizations. They range from business formation and registration, process setup, accounting and bookkeeping, payroll processing, and financial statement preparation.
We provide audit, review, compilation and other compliance reporting based on government or regulatory standards. Also included in this category are financial analysis, budgeting and business planning.
Insurance and Wealth Management
We provide commercial insurance coverages such as general liability, workers compensation, commercial auto, property protection and business owners policy for small businesses. For individual insurance protection, we offer coverages for auto, home, condo, renters, landlord, boats, motorcycle and other property coverages. Investment options for business and individuals are also available.
We offer preparation and filing of federal and state taxes for individuals, businesses and non-profit organizations. We also provide tax planning/reviews and tax problem resolutions such as IRS and other third-party representations.
Bundled and Other Services
These are combination of services such as but not limited to fixed fee or multi-services packages that include business, compliance, insurance and tax services. Business process outsourcing, part-time CFO services, personal financial and estate planning are also included under this category.
We look forward to working with you and helping you achieve the goal(s) that you intend to pursue. We are your partners along the way. Our work is governed by utmost professionalism, and the highest standards of care, competence and integrity. Our quality is defined by your progress and success.SCHEDULE AN APPOINTMENT